SmartFinancial, Inc.
Hedge Funds Holdings

Last updated:

SmartFinancial, Inc.‘s stocks are currently a part of 68 hedge funds’ portfolios, which represents 26.57% of the total amount of its stocks outstanding. This makes up a total of 4.48M shares of SmartFinancial, Inc.. Compared to the previous quarter, the number fell by -46.90% or -3.96M shares fewer. As for the holding position changes, 38.24% (26) of current hedge fund investors increased the number of shares held, 23.53% (16) of current holders sold a part of the shares held, and 5.88% (4) closed the holdings completely. 7 hedge funds are new holders of SmartFinancial, Inc. stock in Q1 2023, it is 10.29% of total holders.

Hedge funds holding SmartFinancial (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 69
Q3 2018 67
Q4 2018 67
Q1 2019 69
Q2 2019 69
Q3 2019 73
Q4 2019 83
Q1 2020 79
Q2 2020 82
Q3 2020 74
Q4 2020 81
Q1 2021 85
Q2 2021 89
Q3 2021 92
Q4 2021 96
Q1 2022 95
Q2 2022 96
Q3 2022 92
Q4 2022 94
Q1 2023 68

Hedge funds changes in SmartFinancial positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 11348313
Q3 2018 42418615
Q4 2018 9231799
Q1 2019 92614713
Q2 2019 72817512
Q3 2019 92516518
Q4 2019 143311322
Q1 2020 62819917
Q2 2020 83318518
Q3 2020 62327144
Q4 2020 93421215
Q1 2021 82728418
Q2 2021 122627816
Q3 2021 92931617
Q4 2021 93429519
Q1 2022 82532921
Q2 2022 83428521
Q3 2022 33623624
Q4 2022 123724912
Q1 2023 72616415

Hedge funds changes in SmartFinancial stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 0 0
Q3 2018 0 0
Q4 2018 0 0
Q1 2019 0 0
Q2 2019 0 0
Q3 2019 0 0
Q4 2019 0 0
Q1 2020 0 0
Q2 2020 0 0
Q3 2020 8,000 574,000
Q4 2020 0 765,000
Q1 2021 0 618,000
Q2 2021 0 0
Q3 2021 0 0
Q4 2021 0 0
Q1 2022 0 0
Q2 2022 0 0
Q3 2022 0 0
Q4 2022 0 0
Q1 2023 0 9,000

Top 50 hedge fund holders of SmartFinancial, Inc. (NASDAQ:SMBK)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 28.69M 1.16M 0.001%
VANGUARD GROUP INC 17.02M 688.95K 0.001%
BANC FUNDS CO LLC 16.78M 679.18K 1.546%
PRIVATE CAPITAL MANAGEMENT, LLC 13.48M 545.87K 1.950%
DIMENSIONAL FUND ADVISORS LP 12.11M 490.41K 0.005%
GEODE CAPITAL MANAGEMENT, LLC 6.59M 266.84K 0.001%
FOREST HILL CAPITAL, LLC 6.46M 261.66K 2.760%
STATE STREET CORP 6.3M 254.95K 0.000%
SALZHAUER MICHAEL 5.47M 221.38K 3.344%
FOUNDRY PARTNERS, LLC 4.16M 168.6K 0.262%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 4.12M 166.81K 0.001%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 4.07M 165.07K 0.006%
JPMORGAN CHASE & CO 4.04M 163.72K 0.001%
DEPRINCE RACE & ZOLLO INC 3.80M 154.04K 0.097%
NORTHERN TRUST CORP 3.77M 152.75K 0.001%
ELIZABETH PARK CAPITAL ADVISORS, LTD. 3.66M 148.16K 1.676%
BHZ CAPITAL MANAGEMENT, LP 3.56M 144.08K 1.483%
ALLIANCEBERNSTEIN L.P. 2.74M 111.05K 0.001%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 2.39M 97K 0.064%
RUSSELL INVESTMENTS GROUP, LTD. 2.16M 87.63K 0.005%
BANK OF NEW YORK MELLON CORP 2.07M 83.82K 0.001%
REGIONS FINANCIAL CORP 1.69M 68.68K 0.017%
AMERICAN CENTURY COMPANIES INC 1.56M 63.17K 0.001%
STIFEL FINANCIAL CORP 1.50M 61K 0.003%
CRESCENT GROVE ADVISORS, LLC 1.42M 57.57K 0.164%
GOLDMAN SACHS GROUP INC 1.40M 56.75K 0.000%
NUVEEN ASSET MANAGEMENT, LLC 1.37M 55.67K 0.001%
LBMC INVESTMENT ADVISORS, LLC 1.09M 44.29K 0.126%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 996K 40.30K 0.000%
KENNEDY CAPITAL MANAGEMENT LLC 984K 39.81K 0.029%
VICTORY CAPITAL MANAGEMENT INC 927K 37.5K 0.001%
MARTINGALE ASSET MANAGEMENT L P 902K 36.45K 0.018%
BARCLAYS PLC 880K 35.63K 0.001%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 863K 34.93K 0.089%
CAPTRUST FINANCIAL ADVISORS 831K 33.63K 0.005%
MORGAN STANLEY 803K 32.53K 0.000%
RMB CAPITAL MANAGEMENT, LLC 741K 30K 0.028%
JACOBS LEVY EQUITY MANAGEMENT, INC 739K 29.89K 0.006%
CITADEL ADVISORS LLC Ken Griffin 642K 26.00K 0.000%
TWO SIGMA ADVISERS, LP 615K 24.9K 0.002%
STRS OHIO 612K 24.8K 0.003%
RHUMBLINE ADVISERS 560K 22.66K 0.001%
BAILARD, INC. 547K 22.12K 0.023%
TWO SIGMA INVESTMENTS, LP John Overdeck 518K 20.97K 0.002%
TRUIST FINANCIAL CORP 499K 20.20K 0.001%
ACADIAN ASSET MANAGEMENT LLC 466K 18.91K 0.003%
INVESCO LTD. 448K 18.12K 0.000%
EQUITABLE TRUST CO 444K 17.97K 0.037%
MILLENNIUM MANAGEMENT LLC Israel Englander 436K 17.64K 0.000%
WAVERLY ADVISORS, LLC 408K 16.52K 0.029%